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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1051
Venturi Wealth Management
Texas
$905K +$70.8K +928 +8%
AWA
1052
Arete Wealth Advisors
Illinois
$904K +$171K +2,249 +20%
BWM
1053
BKM Wealth Management
Wisconsin
$897K -$18.5K -242 -2%
SWM
1054
SeaCrest Wealth Management
New York
$892K -$7.7K -101 -0.8%
KFP
1055
KMG Fiduciary Partners
Ohio
$891K -$2.12M -27,824 -69%
JSSH
1056
J. Safra Sarasin Holding
$887K – – –
FW
1057
FullCircle Wealth
Texas
$887K +$117K +1,540 +13%
SIG
1058
Stonegate Investment Group
Alabama
$877K +$18K +236 +2%
NP
1059
NorthRock Partners
Minnesota
$875K +$77.8K +1,020 +9%
TSWM
1060
Triangle Securities Wealth Management
North Carolina
$870K -$46.1K -605 -5%
CWP
1061
Concord Wealth Partners
Virginia
$866K -$37.9K -497 -4%
PA
1062
Procyon Advisors
Connecticut
$864K +$131K +1,712 +16%
BIG
1063
Brooklyn Investment Group
New York
$861K +$443K +5,814 +92%
MAWA
1064
Moss Adams Wealth Advisors
Washington
$860K +$117K +1,530 +14%
ADL
1065
Asset Dedication LLC
California
$860K +$763 +10 +0.1%
SAM
1066
Seelaus Asset Management
New Jersey
$859K +$17.2K +226 +2%
HIP
1067
HUB Investment Partners
Texas
$855K -$227K -2,973 -20%
AC
1068
Aristides Capital
Kentucky
$852K +$915K +12,000 New
KCM
1069
Kathmere Capital Management
Pennsylvania
$852K +$90.7K +1,189 +11%
TPWM
1070
Twelve Points Wealth Management
Massachusetts
$850K -$3.66K -48 -0.4%
BEI
1071
Benjamin Edwards Inc
Missouri
$848K -$9.99K -131 -1%
TCM
1072
Teza Capital Management
Illinois
$845K +$908K +11,909 New
HT
1073
Headlands Technologies
Illinois
$842K +$347K +4,547 +62%
LCM
1074
Lazari Capital Management
California
$841K -$32.4K -425 -3%
AGWCA
1075
Annis Gardner Whiting Capital Advisors
Florida
$841K -$1.05M -13,714 -54%
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